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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,742 | $71,872-43.3% | $86,691-53.0% | $68,495-40.5% |
| Participation rate | 50.0% | 72.2%-22.2pp | 76.6%-26.6pp | 67.9%-17.9pp |
| Annual return | -19.39% | 3.53%-22.9pp | 35.94%-55.3pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,327 | $2,173-38.9% | $2,837-53.2% | $2,596-48.9% |
| Participant deferral / active EE | $2,919 | $3,779-22.8% | $4,656-37.3% | $4,028-27.5% |
| Admin fee / account holder | $1,670 | $6,112-72.7% | $7,492-77.7% | $5,403-69.1% |